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Professional recognition
Awards and accreditations
Our accreditations
We're Chartered
Chartered status is only awarded to firms committed to developing and maintaining the knowledge and capability of their people to deliver the highest quality advice to their clients, and who follow a demanding Code of Ethics set by the CII.
We are very proud to have been awarded this prestigious title. But what does it mean for you? It means you are choosing a firm that has made a public commitment to professionalism, and our high standards are reflected in the work we do with you.
Award-winning
Our accolades
Citywire New Model Adviser South East IFA of the Year
We are delighted to have been the recipients of numerous awards over the years, recognising our expertise and dedication to clients. We are particularly proud to have won the Citywire New Model Adviser’s South East IFA of the Year award for 10 of the previous 12 years.
FT Adviser Top 20 Financial Advisers
We are also very proud to have been listed as one of FT Adviser’s Top 100 Financial Advisers five years in a row, coming within the top 20 in 2019, 2020 and 2022.
Investment Week Fund Manager of the Year Awards
For the second consecutive year, we are finalists in the Investment Week Fund Manager of the Year Awards, a huge accomplishment. This recognition is a testament to our team’s unwavering commitment to delivering exceptional fund performance.
The awards recognise fund managers and businesses who have demonstrated consistently strong performance for investors and whom the judging panel believe have the potential to continue to outperform in the future.